+32,043.9%
AVGO vs MCD
+696.1%
+31,347.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.4% | +6.0% | +5.8% |
| 7D | +25.0% | -1.6% | +26.6% | +26.1% |
| 30D | +2.0% | +16.0% | -14.1% | -7.0% |
| 3M | -12.3% | 0.0% | -12.2% | -13.0% |
| 6M | -12.8% | +0.9% | -13.8% | -14.9% |
| YTD | +5.9% | -8.7% | +14.6% | +9.2% |
| 1Y | +3.3% | -8.6% | +11.9% | +5.9% |
| 3Y | +293.1% | +9.9% | +283.2% | +240.1% |
| 5Y | +606.7% | +22.6% | +584.1% | +460.0% |
| 10Y | +2,733.6% | +204.6% | +2,529.0% | +1,044.0% |
| All | +32,043.9% | +696.1% | +31,347.9% | +6,520.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MCD.
Daily Out/Under-Performance
Portfolio return minus MCD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded MCD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling